house · trading 2015-02-22 → 2021-11-26
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2016-09-24 | CVS | BUY | $1K–$15K | $90.60 | $93.06 2026-08-28 | +2.7% |
| 2016-09-23 | EWJ | BUY | $1K–$15K | $50.56 | $95.87 2026-08-28 | +89.6% |
| 2016-09-23 | CVS | BUY | $1K–$15K | $90.60 | $93.06 2026-08-28 | +2.7% |
| 2016-09-21 | EWT | BUY | $1K–$15K | $31.72 | $107.90 2026-08-28 | +240.2% |
| 2016-09-16 | EWT | BUY | $1K–$15K | $30.06 | $107.90 2026-08-28 | +258.9% |
| 2016-09-09 | XLU | BUY | $1K–$15K | $24.23 | $42.73 2026-08-28 | +76.3% |
| 2016-09-07 | IYT | BUY | $1K–$15K | $36.26 | $86.39 2026-08-28 | +138.2% |
| 2016-09-07 | EMC | BUY | $1K–$15K | — | — | — |
| 2016-08-26 | XLU | BUY | $1K–$15K | $24.57 | $42.73 2026-08-28 | +73.9% |
| 2016-08-26 | XLE | BUY | $1K–$15K | $34.69 | $62.68 2026-08-28 | +80.7% |
| 2016-08-26 | ADR | SELL | $1K–$15K | — | — | — exit |
| 2016-08-26 | AAL | BUY | $1K–$15K | $36.23 | $13.64 2026-08-28 | -62.4% |
| 2016-08-19 | YH | BUY | $1K–$15K | — | — | — |
| 2016-08-15 | XLE | BUY | $1K–$15K | $34.63 | $62.68 2026-08-28 | +81.0% |
| 2016-08-11 | EWT | BUY | $1K–$15K | $31.30 | $107.90 2026-08-28 | +244.7% |
| 2016-07-25 | XLU | BUY | $1K–$15K | $26.34 | $42.73 2026-08-28 | +62.3% |
| 2016-07-22 | XLU | BUY | $1K–$15K | $26.38 | $42.73 2026-08-28 | +62.0% |
| 2016-07-14 | IYT | BUY | $1K–$15K | $35.98 | $86.39 2026-08-28 | +140.1% |
| 2016-07-11 | GSK | BUY | $1K–$15K | $43.52 | $50.82 2026-08-28 | +16.8% |
| 2016-07-08 | XLU | SELL | $1K–$15K | $26.27 | $42.73 2026-08-28 | +19.0% rt |
| 2016-06-30 | XLE | SELL | $1K–$15K | $34.12 | $62.68 2026-08-28 | -83.7% exit |
| 2016-06-29 | CIVI | BUY | $1K–$15K | — | — | — |
| 2016-06-27 | MGA | BUY | $1K–$15K | $33.67 | $65.86 2026-08-28 | +95.6% |
| 2016-06-24 | SNY | BUY | $1K–$15K | $38.45 | $44.82 2026-08-28 | +16.6% |
| 2016-06-24 | ALV | BUY | $1K–$15K | $81.77 | $122.07 2026-08-28 | +49.3% |
| 2016-06-21 | WSM | BUY | $1K–$15K | $26.12 | $235.09 2026-08-28 | +800.0% |
| 2016-06-20 | XRX | BUY | $1K–$15K | $25.80 | $3.06 2026-08-28 | -88.1% |
| 2016-04-27 | GSK | BUY | $1K–$15K | $43.47 | $50.82 2026-08-28 | +16.9% |
| 2016-04-19 | GSK | SELL | $1K–$15K | $43.29 | $50.82 2026-08-28 | +10.2% rt |
| 2016-02-05 | GSK | BUY | $1K–$15K | $40.76 | $50.82 2026-08-28 | +24.7% |
| 2016-01-11 | GSK | BUY | $1K–$15K | $39.29 | $50.82 2026-08-28 | +29.4% |
| 2015-12-18 | FDX | BUY | $1K–$15K | $118.57 | $330.88 2026-08-28 | +179.1% |
| 2015-12-01 | KUBTY | BUY | $1K–$15K | $86.01 | $87.91 2026-08-28 | +2.2% |
| 2015-11-04 | XLU | BUY | $1K–$15K | $22.08 | $42.73 2026-08-28 | +93.5% |
| 2015-06-02 | QCOM | BUY | $1K–$15K | $69.35 | $164.19 2026-08-28 | +136.8% |
| 2015-06-02 | JPM | BUY | $1K–$15K | $66.02 | $357.62 2026-08-28 | +441.7% |
| 2015-06-02 | IXP | SELL | $1K–$15K | $63.86 | $117.61 2026-08-28 | -84.2% exit |
| 2015-06-02 | GWW | SELL | $1K–$15K | $241.96 | $1306.30 2026-08-28 | -439.9% exit |
| 2015-05-14 | NVDA | BUY | $1K–$15K | $0.53 | $217.55 2026-08-28 | +40773.7% |
| 2015-05-01 | VDSI | BUY | $1K–$15K | — | — | — |
| 2015-02-25 | KYOCF | BUY | $1K–$15K | $12.05 | $24.50 2026-08-28 | +103.3% |
| 2015-02-24 | KAI | SELL | $1K–$15K | $41.61 | $302.24 2026-08-28 | -626.4% exit |
| 2015-02-22 | INTC | BUY | $1K–$15K | $34.41 | $89.47 2026-08-28 | +160.0% |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Alan Armstrong | 31 · DELL, SAN, FSLR, AMP, ORCL, FDX |
| Sheldon Whitehouse | 27 · WBA, CERN, STT.PG, ORCL, PANW, SIEGY |
| James B. Renacci | 26 · WBA, SIRI, CERN, ORCL, PANW, SCHW |
| Thomas H Tuberville | 23 · WBA, ORCL, FDX, A, UPS, GIS |
| SUSAN M COLLINS | 23 · UMPQ, ORCL, FDX, HUBB, SCHW, USB |
| K. Michael Conaway | 22 · CERN, AMP, ORCL, FDX, USB, IWM |
| Dean Phillips | 21 · WBA, CERN, STT.PG, ORCL, FDX, SCHW |
| David A Perdue , Jr | 19 · WBA, STT.PG, ORCL, FDX, USB, IWM |
| Kenny Marchant | 19 · DELL, PANW, A, IWM, UPS, XOM |
| Earl Blumenauer | 19 · STT.PG, FDX, SIEGY, SCHW, USB, MDT |
| Shelley M Capito | 18 · CERN, STT.PG, SIEGY, USB, UPS, GIS |
| Alan S. Lowenthal | 17 · ORCL, FDX, SIEGY, UPS, GIS, QGEN |